Hynix was quoted yesterday saying they're looking to raise prices 15% for June. Nanya is on the tape (I don't have a link) this morning saying +10% for 1H June. It seems like prices are getting way ahead of demand and I'm starting to question the stability of the DRAM rally heading into the typically slower summer seasonality. I own some Micron.
Tuesday, June 3, 2008
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